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  1. Combine credit card fees with the donation amount

    112 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anna Wagner commented  · 

    I may be more of a minority, but I actually like having the fees separated so that we can track what those expenses are. It's simple to sort them out in a report. If you run a custom report under "Donations" and select "Description" as one of your fields, it will list any fee as "Online Donation-Processing Fee Donation" and can be filtered out in C-Suite or Excel.

    If this does get changed, could there be an option to keep it as is for those of us who like having the detail of CC fees?

  2. Separate the closing of the last period of the year from the closing of the year

    54 votes

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    7 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Anna Wagner commented  · 

    I love this idea! Other accounting systems use a "13th" period that is only the last day of the year. It allows the accounting/finance department to do all the year end entries in that period and keep the fiscal year open throughout the audit. However, it allows standard monthly data to be closed so fund statements aren't delayed and data integrity is protected with a closed period for the standard monthly activity. For a June year end, for example, you could close June (12th period) which allows you to run fund statements. Then there would still be a 13th period open for the fiscal year to allow entries to be made to 6/30 for the year end process and audit.

    Anna Wagner supported this idea  · 
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